Osaic Institutions, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

35371

SEC number

801-67242

Firm type

RIA

Assets under management

$6.5B as of May 28, 2026

Website

osaic.com/institutions ↗

Phone

203-599-6000

Address

538 Preston Avenue, Meriden, CT, 06450-4858

Advisors at this firm

518 in our index · page 5 of 11

• Michelle Marie HuffmanCRD 4164312 · Concord, NH
  IA RegisteredBroker
• Rickey Dale HughesCRD 2725975 · Mount Olive, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• John Hamilton HumeCRD 1686277 · Meriden, CT
  Broker
• Nykia N HarleyCRD 6249312 · Brooklyn, NY
  Broker
• Susan Catherine HeinrichCRD 4663764 · Concord, NH
  IA RegisteredBroker
• Jessica Delia HernandezCRD 4681368 · Miami, FL
  IA RegisteredBroker
• William Francis HughesCRD 7766292 · Mansfield, MA
  IA RegisteredBroker
• Oliver Ivan IbarraCRD 7706382 · Pocatelllo, ID
  IA RegisteredBroker
• Elizabeth Brooks IngriselliCRD 5748392 · Southington, CT
  IA RegisteredBroker
• Alyson Marie JamesCRD 5477730 · Meriden, CT
  Broker
• Gary Lee JamesonCRD 4199611 · Meriden, CT
  IA RegisteredBroker
• Calan Adelle JansenCRD 6097831 · Broadway, VA
  IA RegisteredBroker
• Christopher Scott JenningsCRD 4682532 · Virginia Beach, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Emilio Johansen FoncubertaCRD 4535722 · Redwood City, CA
  IA RegisteredBroker
• Jason W JohnCRD 4635963 · Homestead, PA
  IA RegisteredBroker
• John Anthony JohnsonCRD 2756362 · Muskogee, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Murray Joseph JohnstonCRD 1764304 · Woodbury, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Curtis Christopher JonesCRD 4264012 · Cambridge, MA
  IA RegisteredBroker
• Frank Cleveland JonesCRD 2506897 · Ahoskie, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Dennis Paul JuvanCRD 1995814 · Ravenna, OH
  IA RegisteredBroker
• Michele Lynn JohnsCRD 3242595 · Ravenna, OH
  IA RegisteredBroker
• Lori Michelle JohnsonCRD 6908152 · Springfield, IL
  IA RegisteredBroker
• Thomas D JonesCRD 1998517 · West Orange, NJ
  BrokerRegistration inactive
• Nahid Karim KarimjeeCRD 4603602 · San Antonio, TX
  IA RegisteredBroker
• Brian Christopher KarlCRD 4227056 · Branchburg, NJ
  IA RegisteredBroker
• Stephen Campbell KeckCRD 5961620 · Mcminnville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Wendy Susan KellCRD 6518611 · Mcminnville, TN
  IA RegisteredBroker
• Olivia Lyla KennedyCRD 4951618 · Homestead, PA
  IA RegisteredBroker
• Daniel John KingCRD 5649900 · Pittsburgh, PA
  IA RegisteredBroker
• Dennis Michael KinghornCRD 2700975 · Ellsworth, ME
  IA RegisteredBroker
• John Paul KinneyCRD 1932083 · Indiana, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Bret Myles KinzlerCRD 5758121 · Fargo, ND
  IA RegisteredBroker
• Genan Marie KirbyCRD 1597732 · Urbandale, IA
  IA RegisteredBroker
• Timothy John KnottCRD 5432445 · Blacksburg, VA
  IA RegisteredBroker
• Sean Michael KnowlesCRD 2843779 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Steven KoesterCRD 5225847 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sandra Kay KorbelCRD 6041646 · Fargo, ND
  IA RegisteredBroker
• Tomasz Edward KosekCRD 4393255 · Jewett City, CT
  IA RegisteredBroker
• Bryan Howard KossoveCRD 2745598 · West Orange, NJ
  IA RegisteredBroker
• John Michael KothCRD 1760032 · Westfield, IN
  IA RegisteredBroker
• John Allen KuehnleCRD 4381779 · Milford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• John Michael KulikCRD 5625594 · Meriden, CT
  IA RegisteredBroker
• Robert David KusiakCRD 4855734 · Meriden, CT
  IA RegisteredBroker
• Sofia Anna KaldesCRD 7293403 · Harrisburg, PA
  IA RegisteredBroker
• Christopher KarrickCRD 7132342 · Springfield, IL
  IA RegisteredBroker
• Robert KepplerCRD 2525834 · Meriden, CT
  BrokerRegistration inactive
• Richard Edward LabriolaCRD 5741827 · South Windsor, CT
  IA RegisteredBroker
• Lora Gene LakatosCRD 5892942 · Meridiam, ID
  IA RegisteredBroker
• Matthew Raymond LangisCRD 2297358 · Gloucester, MA
  IA RegisteredBroker
• Martin B LeandriCRD 5004857 · Berwick, PA
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.